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Disclosery

USXF ISHARES TR

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COM (fund)

275 managers (281 13F filers) reported a position in USXF shares at 2025-12-31, 15,725,862 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
275
13F filers
281
New
26
Added
120
Reduced
89
Sold out
14
Shares held by filers
15,725,862

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Trilogy Capital Inc.4,417$254K0.01%+2613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,374$252K0.01%-1,09113F-HRTimeline
Bison Wealth, LLC4,434$245K0.03%new13F-HRTimeline
Godfrey Financial Associates, Inc.4,235$244K0.21%13F-HRTimeline
AE Wealth Management LLC4,190$241K<0.01%+1,16013F-HRTimeline
JB Capital LLC4,100$236K0.01%+27413F-HRTimeline
Sovereign Financial Group, Inc.4,086$235K0.04%+1513F-HRTimeline
Cypress Wealth Services, LLC4,073$235K0.03%-25913F-HRTimeline
One Capital Management, LLC4,062$234K0.01%-97813F-HRTimeline
Sovran Advisors, LLC3,930$232K0.02%-73513F-HRTimeline
Pallas Capital Advisors LLC3,988$230K0.01%013F-HRTimeline
Wall Street Financial Group, Inc.3,967$228K0.17%+9613F-HRTimeline
Braun-Bostich & Associates Inc.3,931$226K0.14%-48213F-HRTimeline
AIRE ADVISORS, LLC3,924$226K0.04%-613F-HRTimeline
SAX WEALTH ADVISORS, LLC3,888$224K0.01%+13813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,879$223K<0.01%013F-HRTimelineGroup
Madison Wealth Partners, Inc3,874$223K0.04%+12913F-HRTimeline
Focus Financial Network, Inc.3,800$219K0.01%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,759$216K<0.01%+64413F-HR/ATimelineGroup
Buttonwood Financial Group, LLC3,589$212K0.11%-2,50313F-HRTimeline
FMR LLCin group FMR LLC3,669$211K<0.01%-5,60713F-HRTimelineGroup
Rehmann Capital Advisory Group3,668$211K0.01%-3013F-HRTimeline
Insight Wealth Strategies, LLC3,668$211K0.02%-913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,622$209K<0.01%new13F-HR/ATimelineGroup
Sigma Planning Corp3,572$206K0.01%-91013F-HRTimeline
Wealth Group Ltd3,569$206K0.05%013F-HRTimeline
First National Trust Co3,525$203K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,088$178K0.03%-6313F-HRTimelineGroup
RAELIPSKIE PARTNERSHIP2,405$138K0.06%+15513F-HRTimeline
JFS WEALTH ADVISORS, LLC2,193$126K0.01%+413F-HRTimeline
COMERICA BANK1,987$114K<0.01%-12113F-HRTimeline
Wagner Wealth Management, LLC1,916$110K0.02%+613F-HRTimeline
Rossby Financial, LCC1,898$109K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,852$107K<0.01%-72413F-HRTimeline
Hanson & Doremus Investment Management1,757$101K0.01%-1713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,700$97.9K<0.01%new13F-HRTimelineGroup
Archer Investment Corp1,455$83.8K0.02%+113F-HRTimeline
Rossmore Private Capital1,403$80.8K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,265$73K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,187$68.3K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,002$57.7K<0.01%+32913F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.984$56.7K0.05%+38713F-HRTimeline
Qube Research & Technologies Ltd921$53K<0.01%-84213F-HRTimeline
Dunhill Financial, LLC907$52.2K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.825$47.5K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.821$47.3K0.03%+213F-HRTimeline
BIRCHBROOK, INC.814$46.9K0.02%+45813F-HRTimeline
Triumph Capital Management803$46.2K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…715$41.2K<0.01%-3213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.58$38.1K<0.01%+113F-HRTimelineGroup
Investors Research Corp549$31.6K0.01%+24813F-HRTimeline
CVA Family Office, LLC526$30.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC492$28.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC464$27.6K<0.01%+8513F-HRTimeline
Golden State Wealth Management, LLC469$27K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC421$24.2K0.01%new13F-HRTimeline
Litman Gregory Wealth Management LLC407$23.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV307$17.7K<0.01%-23013F-HRTimeline
WealthShield Partners, LLC296$17K<0.01%+713F-HRTimeline
Kilter Group LLC248$14.3K0.01%-1313F-HRTimeline
Camelot Portfolios, LLC224$12.9K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC216$12.4K<0.01%013F-HRTimeline
Arax Advisory Partners211$12.1K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC160$9.21K0.01%+2513F-HRTimeline
NFSG Corp130$7.49K<0.01%new13F-HRTimeline
IFP Advisors, Inc114$6.56K<0.01%013F-HRTimeline
Parallel Advisors, LLC107$6.16K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC107$6.16K<0.01%013F-HRTimeline
Atomic Invest LLC73$4.26K<0.01%13F-HRTimeline
SageView Advisory Group, LLC60$3.46K<0.01%new13F-HRTimeline
Abound Wealth Management50$2.88K<0.01%013F-HRTimeline
Larson Financial Group LLC47$2.71K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…45$2.59K<0.01%013F-HRTimeline
Key Capital Management, INC37$2.13K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC33$1.9K<0.01%new13F-HRTimeline